salesforce shares owned by Wealth Alliance
Historical chart of Wealth Alliance investment in salesforce
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All positions including salesforce held by Wealth Alliance consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in salesforce by Wealth Alliance
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.5M | 6.3k | 236.99 |
| 2025-06-30 | $2.4M | 8.7k | 272.69 |
| 2025-03-31 | $2.4M | 8.8k | 268.37 |
| 2024-12-31 | $2.6M | 7.8k | 334.35 |
| 2024-09-30 | $2.1M | 7.6k | 273.70 |
| 2024-06-30 | $2.3M | 9.0k | 257.11 |
| 2024-03-31 | $3.4M | 11k | 301.17 |
| 2023-12-31 | $3.0M | 12k | 263.13 |
| 2023-09-30 | $2.5M | 12k | 202.77 |
| 2023-06-30 | $2.6M | 12k | 211.26 |
| 2023-03-31 | $2.5M | 13k | 199.77 |
| 2022-12-31 | $1.1M | 8.1k | 132.57 |
| 2022-09-30 | $1.8M | 12k | 143.84 |
| 2022-06-30 | $2.1M | 13k | 165.10 |
| 2022-03-31 | $1.5M | 6.8k | 212.25 |
| 2021-12-31 | $1.5M | 6.0k | 254.13 |
| 2021-09-30 | $1.6M | 5.8k | 271.23 |
| 2021-06-30 | $1.3M | 5.5k | 244.32 |
| 2021-03-31 | $1.2M | 5.7k | 211.78 |
| 2020-12-31 | $1.0M | 4.7k | 222.61 |
| 2020-09-30 | $1.2M | 4.8k | 251.24 |
| 2020-06-30 | $1.0M | 5.4k | 187.34 |
| 2020-03-31 | $570k | 4.0k | 143.94 |